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Nordea Asset Management
February 14, 2024
Nordea AM : Semiconductors – the brain of energy efficiency
thye importance of green and sustainable Semiconductors for the future
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PGIM Investments
February 12, 2024
PGIM Investments: Bond bull market gets underway
Although enthusiasm may ebb as markets digest fixed income’s late-year surge, a bull market in bonds…
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RBC BlueBay Asset Management
February 9, 2024
China: growth trajectory paused or broken?
Our year kicked off with a trip to Beijing, Shenzhen and Hong Kong, and as always, we were…
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Schroders
February 9, 2024
Schroders : How do stocks, bonds and cash perform when the Fed starts cutting rates?
Schroders : How do stocks, bonds and cash perform when the Fed starts cutting rates?
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Capital Group
February 8, 2024
Capital Group | Rob Lovelace on what’s in store for 2024
As we embark on a new year, the challenges ahead are well defined.
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Schroders
February 7, 2024
Schroders : Climate change and higher inflation affect 30-year return forecasts
Schroders : Climate change and higher inflation affect 30-year return forecasts
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Invesco
February 6, 2024
Invesco: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on…
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PGIM Investments
February 5, 2024
PGIM Investments: Tailwinds fueling REIT opportunities
PGIM Real Estate’s Rick Romano, Head of Global Real Estate Securities, shares insights on valuations…
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RBC BlueBay Asset Management
February 1, 2024
Emerging markets and climate transition: progress, challenges and opportunities
In 2022, we wrote about emerging markets (“EM”) being a key piece in the climate puzzle.
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Invesco
January 30, 2024
Invesco - Private credit 2024 investment outlook
Experts from our direct lending, bank loans and distressed credit teams share their views on the…
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PGIM Investments
January 29, 2024
PGIM Investments: Catching the great AI wave
Jennison Associates, PGIM’s fundamental equity manager, explores their belief that a generative AI…
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Schroders
January 29, 2024
Schroders : Flexible approaches needed as fresh opportunities arise
Schroders : Flexible approaches needed as fresh opportunities arise
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Our partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Fidelity International
Franklin Templeton
Invesco
Janus Henderson
La Française
Nordea Asset Management
PGIM Investments
RBC BlueBay Asset Management
Schroders
Storebrand & SKAGEN
Van Lanschot Kempen Investment Management
